Retirement | Sunstone Wealth Strategies

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Retirement planning during divorce

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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Articles

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Videos

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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